Saturday, August 3, 2013

How do I calculate investment returns in excel? and 2013-05-16 Russell Investments Center

How do I calculate investment returns in excel?



I want to be able to calculate my projected return on investment in excel over twenty years. I.E. Start with 300K with an assummed 13% return compounded annually for 20 years, and I would like to see what the value is after each year, how is this done?


Investment best answer:

Answer by R Worth
The easiest way I would do it is to put the initial investment in cell A1 and the annual rate (13%) in B1 and then multiply A1 by 1+B1 to get your ending balance in C1.

Then, I would link A2 to C1. I would copy the percentage rate down 20 cells in the same column and copy the formula in C1 down the column 20 cells as well.

The answer would be $ 3,456,926.33 with no additions and 13% compounded annually.

I hope this helps. If not, let me know and I can send you and example.

Update...muncie birder is right 13% is tough especially in today's market. 8-10% is a bit more realistic if you are estimating for yourself. Even then to get that rate you have to be willing to take calculated risks in which you might actually lose money if the investment didn't pan out.


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2013-05-16 Russell Investments Center
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2013-05-16 Russell Investments Center



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